Wealth Management Strategy Manager, Financial Institutions
Recruit4Mum
Recruit4Mum is looking for a Manager for BCG Vantage in New York. In this role, you will leverage your wealth management industry expertise to guide client case teams, develop knowledge assets, and manage projects while mentoring junior members. The position requires strong analytical and communication skills, with expected collaboration across global teams. Competitive compensation is included, along with comprehensive health benefits and generous paid time off. #J-18808-Ljbffr
$136.6k - $142.5k
...Manager – BCG Vantage, Financial Institutions – Wealth Management – New York, United States of America Locations : New York | Chicago What You’ll Do As a Manager within BCG Vantage on our Topic Activation path within BCG’s Financial Institutions Practice Area, you will...SuggestedWork at officeLocal area- Citi is seeking a Citigold Relationship Manager in New York, responsible for enhancing client relationships and ensuring compliance with... ...have a Bachelor's degree, relevant experience, and appropriate financial certifications. This role emphasizes managing customer needs...Suggested
$200k - $275k
...diversified global investment manager with approximately $55... ...behalf of approximately 2,000 institutional clients and private investors... ...permanent capital investment strategies. Investment performance is our... ...relationships with private wealth platforms and home offices,...SuggestedPermanent employmentLocal areaWorldwideHome office- ...Morgan is a global leader in asset and wealth management with assets under supervision of $2... ...personalized, comprehensive financial solutions for more than 160 years.... ...provides individuals, advisors and institutions with strategies and expertise that span the full spectrum...SuggestedLocal area
$138k - $203k
...the Marketing and Business Development Manager for the Americas FIS and Insurance sectors. This position will support our Financial Institutions Sector (FIS) and Insurance Sector,... ...sector M&BD team members on creating the strategy for, and managing responses to, RFPs,...SuggestedSelf employmentWork at officeLocal areaMonday to FridayFlexible hours- A leading financial institution is seeking a Supervisory Director to lead strategies and support project management within their Wealth Management division. This role requires over 10 years of experience in securities and investment, along with strong management and communication...
$225k - $250k
...Tax and Structuring Manager/Senior Manager, Wealth Fund Management Join a collaborative, high-performing... ...of possibilities. We are a global financial services group operating in 31 markets... ...positive impact. We’re trusted by institutions, pension funds, governments, and individuals...Temporary workWork experience placementWork from homeFlexible hours- ...families. Understand clients' financial goals, objectives, and family... ...on trust and estate planning strategies tailored to individual client... ...clients in transferring wealth to future generations efficiently... ...financial advisors, and investment managers to coordinate comprehensive...
$140k - $170k
...Relationship Manager VP - Financial Institutions Relationship Manager VP - Financial Institutions 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Social Capital Resources provided pay range This range is provided...Full time- Relationship Manager focused on Financial Institutions Job Req Id: 26971637 Location: Santiago, Santiago Metropolitan, Chile Job Type: Hybrid Posted... ...advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities Expand...
$85k - $140k
...Product Manager – Financial Planning Platforms, Assistant Vice President Wealth Management Platforms New York Plaza About Morgan... ...help people, businesses and institutions build, preserve, and manage wealth... ...AI, UX Design & Research, Strategy & Execution, WM Platforms Risk...Temporary workWork at officeWorldwide$275k - $325k
...operating system for governed financial intelligence. We build... ..., explainably, and at institutional scale. We exist... ...We are hiring a Managing Director, Strategic Accounts... ...Head of Data, Head of Wealth, Head of Risk) and... ..., not the whole strategy. Technical literacy...Contract workShift work$110k - $190k
...Wealth Management Platforms Program Manager, VP We are looking for an experienced... ...is an industry leader in financial services, known for... ...governments, corporations, institutions, and individuals around the... ...outcomes in alignment with strategy and budget. Lead problem solving...Temporary work$136k - $185k
...Senior Director, Relationship Marketing Strategy – Merkle Location: New York Type:... ...with team leadership (account management, operations, creative, analytics, etc... ...Qualifications Experience working with Wealth Management (Financial Advisor) or Group Insurance clients...Permanent employmentFull timeTemporary workLocal areaFlexible hours$115k - $270k
...with our clients' overall wealth management and estate planning objectives... ...the world to reach their financial goals. Our advisor-led wealth... ..., as well as select institutions, including foundations and... ...advise and deliver customized strategies drawn from our deep investment...Full timeTemporary workPart timeWork at office- ...is rapidly investing in its institutional client engagement capabilities... ...with our most critical financial accounts. Located in the heart... ...this non-traditional account management role is built for a sophisticated... ...into macro trading strategies, risk management, and investment...Local area
$120k - $130k
...Through our crypto solutions for financial institutions, businesses, governments... ...a high-potential Sales Manager, Strategic Accounts to support... ...the intersection of sales strategy, client diligence, RFP... ...banking, asset management, wealth management, capital markets...Full timeWork at officeLocal area$97.85k - $137.91k
...The Role: Morningstar DBRS is seeking an experienced full-time credit analyst to join its Financial Institution Ratings team in New York. Reporting to the Sector Lead, the successful candidate will have lead and backup analyst responsibilities on a portfolio of U....Full timeTemporary workWork at officeLocal areaImmediate startFlexible hours$180k - $240k
...The position will reside in the U.S. Financial Institutions Group, which is a team of 25+ investment... ...engage directly with CIOs, portfolio managers, and senior treasury leaders to... ...professionals to contributing to developing strategies / solutions to achieve the growth...Work at officeFlexible hours- ...is rapidly investing in its institutional client engagement capabilities... ...with our most critical financial accounts. Located in the heart... ...this non‑traditional account management role is built for a sophisticated... ...into macro trading strategies, risk management, and investment...
- ...with a singular focus on the management of money. Over the course of... ...relevant to individual and institutional investors. From the very beginning... ...in advancing Lord Abbett’s strategy at a select group of... ...experience in asset management, wealth management, or distribution,...
- ...a Lead Technical Program Manager in Asset & Wealth Management Technology Team... ...plans and risk management strategies, ensuring the highest quality... ..., mental health support, financial coaching and more.... ...individuals, advisors and institutions with strategies and expertise...
- ...Flagstar Bank is seeking a Senior Director – Head of Financial Institutions Group (FIG) in New York, NY. This role oversees the specialty banking... ..., new business development, and client relationship management. The ideal candidate has 15+ years in investment banking with...
$254k
...Wealth Management Business Unit CFO (HYBRID) Job Code: 260000AX. Primary Location: United States, NY, New York. Organization: Equitable... ...role reports directly to the Business Unit CFO and leads financial strategy and delivers analytical insights across Equitable’s Wealth...Full timeTemporary workLocal area3 days per week$22.18 - $27.73 per hour
...reimbursement expense reporting. May set up and manage call schedule and/or coordinate meetings... ...and timely communication with other institutions, physicians, and collaborating divisions... ...and runs management reports including financial and outcomes. Provides support in the...Full timeWork experience placementLocal areaShift work$254k
...Wealth Management Business Unit CFO (HYBRID) ( 260000AX ) Primary Location : UNITED STATES... ...Equitable, we help clients secure their financial well-being so they can pursue long and... ...Unit CFO, this role leads financial strategy and delivers analytical insights across...Full timeTemporary workLocal area3 days per week- ...Legal Business Development Manager-Corporate And Financial Institutions Marketing Department Summary Duties and Responsibilities Strategic,... ...results-oriented business development manager will drive strategy and identify and implement initiatives for the...
- J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of... ...sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader...Local area
- ...TwinThread is hiring an Associate Program Manager to enhance JPMA's cross-LOB connectivity. This role involves triaging inbound... ...should have a Bachelor's degree and 3+ years in financial services or wealth management. You will also develop internal guides and coordinate...
$125k - $130k
...patients on parenteral support who are otherwise unable to meet their choline needs via oral or enteral routes. Job Overview: The Manager, Financial Planning and Analysis, provides financial planning and analytical support to the Associate Director, Financial Planning and...Local areaFlexible hours
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